Anic Equity¶
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Total return since start: 0.549 %¶
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Equity now: -----------------------------> 47316.94 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45922.03 Kr¶
PnL: ---------------------------------------> -966.54 Kr¶
DD now: ---------------------------------> -2.7 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-19 12:13:30.340814'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -2.980000 | 3052.400000 | 81.400000 | 2.740000 | 2971.000006 |
| HEBA B | 70 | -3.490000 | 2712.500000 | 76.500000 | 2.900000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | -0.170000 | 3000.000000 | 73.000000 | 2.490000 | 2927.000000 |
| Corem Property Group B | 59 | -2.410000 | 622.450000 | 45.450000 | 7.880000 | 576.999999 |
| SAAB B | 8 | 0.490000 | 3418.400000 | 41.400000 | 1.230000 | 3377.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -8.170000 | 389.000000 | 34.000000 | 9.580000 | 355.000000 |
| OEM International B | 7 | -2.120000 | 549.500000 | 21.500000 | 4.070000 | 527.999997 |
| MedCap | 2 | -1.570000 | 439.000000 | 18.000000 | 4.280000 | 421.000000 |
| Norva24 Group | 16 | -2.520000 | 557.760000 | 14.760000 | 2.720000 | 543.000000 |
| Intrum | 4 | -2.100000 | 541.200000 | 14.200000 | 2.690000 | 527.000000 |
| Eastnine | 4 | -0.630000 | 504.800000 | 13.800000 | 2.810000 | 491.000000 |
| Coor Service Management Hold. | 8 | -1.810000 | 541.600000 | 9.600000 | 1.800000 | 532.000000 |
| AcadeMedia | 12 | -0.630000 | 565.440000 | 8.440000 | 1.520000 | 557.000004 |
| HMS Networks | 2 | -4.440000 | 679.600000 | 6.600000 | 0.980000 | 673.000000 |
| Securitas B | 6 | -0.370000 | 572.220000 | 2.220000 | 0.390000 | 570.000000 |
| Creaspac SPAC | 6 | -0.100000 | 578.400000 | 1.400000 | 0.240000 | 577.000002 |
| Essity A | 4 | 0.520000 | 1150.000000 | 1.000000 | 0.090000 | 1149.000000 |
| Swedbank A | 3 | -0.480000 | 564.450000 | 0.450000 | 0.080000 | 564.000000 |
| Essity B | 2 | 0.670000 | 574.000000 | 0.000000 | 0.000000 | 574.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -4.770000 | 244.560000 | -1.440000 | -0.590000 | 246.000000 |
| Resurs Holding | 22 | -1.220000 | 572.220000 | -1.780000 | -0.310000 | 573.999998 |
| Handelsbanken A | 5 | 0.510000 | 543.750000 | -2.250000 | -0.410000 | 546.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -2.400000 | 555.450000 | -6.550000 | -1.170000 | 562.000005 |
| Karnov Group | 9 | -0.340000 | 526.500000 | -9.500000 | -1.770000 | 536.000004 |
| Boozt | 12 | -4.600000 | 1644.000000 | -10.000000 | -0.600000 | 1653.999996 |
| Midsona B | 63 | -0.550000 | 571.410000 | -11.590000 | -1.990000 | 582.999984 |
| CTEK | 13 | -3.290000 | 516.100000 | -17.900000 | -3.350000 | 533.999999 |
| Nordea Bank Abp | 29 | -0.610000 | 3418.520000 | -35.480000 | -1.030000 | 3453.999992 |
| International Petroleum Corp. | 5 | -4.100000 | 537.500000 | -57.070000 | -9.600000 | 594.565215 |
| Vivesto | 1368 | -3.070000 | 552.400000 | -60.600000 | -9.890000 | 612.999432 |
| Sampo Oyj SDB | 7 | 1.220000 | 3783.500000 | -66.500000 | -1.730000 | 3850.000000 |
| Axfood | 13 | -0.390000 | 3614.000000 | -142.000000 | -3.780000 | 3756.000001 |
| OX2 | 18 | -2.950000 | 1482.300000 | -181.700000 | -10.920000 | 1663.999992 |
| Fasadgruppen Group | 35 | -0.810000 | 3419.500000 | -391.500000 | -10.270000 | 3810.999990 |
| Ovzon | 52 | -1.920000 | 2927.600000 | -434.400000 | -12.920000 | 3361.999992 |
| TOTAL | 45922.030000 | -966.540000 | -2.69988% | 46888.564618 |
Updated:¶
'2023-01-19 12:13:42.996476'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
